Services

We serve personal representatives, trustees, individuals, and their advisors. The following services are available:

  • Specialized research for attorneys, trust officers, executors, accountants, and financial planners

  • Tax Planning and Compliance for Trusts, Estates and Gifts

  • Integrated Income and Estate Tax Planning

  • Gift/GST Tax Planning and Return Preparation

  • Individual Tax Planning and Return Preparation

  • Non-operating Family Limited Partnership Planning and Return Preparation

  • Fiduciary Accounting Services (Financial Statements and Court Accountings)

Benefits
  • Highest quality of service and workproducts

  • Teamwork with your attorney and advisors

  • Access to top tier research and the latest updates

High Standards

Carolyn P. Atwood, CPA, LLC keeps up-to-date with regular participation in national conferences and subscriptions to advanced research services. Our goal is to provide savvy advice and reliable tax preparation with the highest level of integrity.